See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $137,903 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER AND ASSOCIATES Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $86,176 |
SHEPPARD MULLIN1 year Filed as: SHEPPARD MULLIN RICHTER HAMPTON LLP Service code 14 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Plan Administrator | $47,206 |
Filed as: LUCAS HORSFALL MURPHY & PINDROH Service code 10 100 E CORSON STREET · PASADENA, CA 91103 | Accounting | $39,535 |
Filed as: TOWER WATSON Service code 10 28025 NETWORK PLACE · CHICAGO, IL 60673 | Accounting | $6,936 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,432 | $85,635+220.5% | $123,892+121.5% | $63,975+329.0% |
| Participation rate | 77.8% | 74.9%+2.9pp | 81.4%-3.6pp | 71.1%+6.7pp |
| Annual return | 11.43% | 15.74%-4.3pp | 47.52%-36.1pp | 48.65%-37.2pp |
| Employer contribution / active EE | $12,925 | $3,076+320.1% | $4,617+179.9% | $2,182+492.4% |
| Participant deferral / active EE | $10,491 | $5,667+85.1% | $5,984+75.3% | $3,356+212.6% |
| Admin fee / account holder | $216 | $75+187.8% | $8,357-97.4% | $70+206.1% |